| Stock | Move | Managers | Total | Largest |
|---|
C CHTRCharter Comm Inc Del CL A New | new | 15 | +119.84 pp | TCI +36.08 pp |
F FWONKLiberty Media Corporation Series C Liberty Formula One | new | 8 | +3.85 pp | Southeastern +1.63 pp |
S SPGIS&P Global Inc. | new | 8 | +16.05 pp | Cantillon +7.02 pp |
B BATRKAtlanta Braves Holdings, Inc. Series C | new | 7 | +2.01 pp | Century +0.62 pp |
L LSXMKLiberty Media Cor-siriusxm C | new | 7 | +12.43 pp | Weitz +4.95 pp |
L LM05Liberty Media Corp-liberty-a | new | 7 | +0.67 pp | Southeastern +0.23 pp |
L LM03Liberty Media Cor-siriusxm A | new | 6 | +2.78 pp | Kensico +1.42 pp |
| S—Shire PLC | new | 6 | +5.96 pp | Lone Pine +2.15 pp |
9 99998USDLiberty Global PLC Lilac - A | new | 5 | +0.57 pp | Coatue +0.37 pp |
1 1LGEUSDLiberty Global PLC Lilac - C | new | 5 | +2.90 pp | Triple Frond +1.66 pp |
A AIYActivision Blizzard Inc | new | 4 | +5.02 pp | Lone Pine +1.89 pp |
C CORCencora, Inc. | new | 4 | +2.18 pp | Century +1.09 pp |
B BATRAAtlanta Braves Holdings, Inc. Series A | new | 4 | +0.20 pp | Baupost +0.16 pp |
| Q—Quorum Health Corp | new | 4 | +1.19 pp | Greenlight +0.57 pp |
U UNPUnion Pacific Corp. | new | 4 | +1.28 pp | Third Point +1.14 pp |
W WDCWestern Digital Corp. | new | 4 | +2.43 pp | Appaloosa +1.80 pp |
W WFCWells Fargo & Co. | added | 12 | +3.64 pp | Sequoia +2.33 pp |
G GOOGAlphabet Inc. Class C | added | 10 | +4.42 pp | Appaloosa +2.50 pp |
V VVISA Inc. | added | 10 | +0.37 pp | Akre +1.72 pp |
A AXPAmerican Express Company | added | 9 | +4.54 pp | Maverick +3.82 pp |
A AAPLApple Inc. | added | 9 | +0.22 pp | Matrix +0.30 pp |
M MAMastercard Incorporated | added | 9 | +2.05 pp | Viking +1.60 pp |
M MSFTMicrosoft Corp | added | 9 | -8.21 pp | Markel +0.13 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | -0.02 pp | Semper +0.63 pp |
D DISThe Walt Disney Company | added | 8 | +0.51 pp | Vulcan +0.51 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +1.94 pp | Egerton +1.12 pp |
Q QCOMQualcomm Inc | added | 8 | +0.87 pp | Matrix +0.30 pp |
A AMZNAmazon.Com Inc | added | 7 | +18.67 pp | Tiger Global +11.78 pp |
| C—Cigna Corporation | added | 7 | +1.91 pp | PAR +1.79 pp |
U USBU.S. Bancorp | added | 7 | +1.43 pp | Maverick +1.34 pp |
| 11LGEUSDLiberty Global PLC Lilac - C | added | 7 | +3.35 pp | AltaRock +2.03 pp |
L LBTYKLiberty Global Ltd. Class C | added | 7 | -0.62 pp | Greenberg +1.19 pp |
B BABAAlibaba Group Holding Limited | added | 6 | +3.87 pp | Whale Rock +1.56 pp |
G GOOGLAlphabet Inc. Class A | added | 6 | -0.03 pp | Polen +0.16 pp |
B BIDUBaidu, Inc. | added | 6 | -0.53 pp | FPA +0.50 pp |
B BNYBank of New York Mellon Corporation | added | 6 | +1.84 pp | Trian +0.64 pp |
C CMCSAComcast Corp | added | 6 | +7.48 pp | TCI +3.20 pp |
| G—General Electric Co | added | 6 | -0.04 pp | Torray +0.41 pp |
G GSGoldman Sachs Group Inc. | added | 6 | +0.54 pp | Greenhaven +0.29 pp |
J JNJJohnson & Johnson | added | 6 | +1.01 pp | Torray +0.41 pp |
O ORCLOracle Corp | added | 6 | -0.08 pp | Polen +0.15 pp |
| P—Priceline Grp Inc | added | 6 | +11.33 pp | Tiger Global +8.26 pp |
B BACBank of America Corporation | added | 5 | +5.69 pp | Fairholme +4.86 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.59 pp | Torray +0.33 pp |
M METAMeta Platforms, Inc. Class A | added | 5 | +3.61 pp | Polen +2.43 pp |
G GILDGilead Sciences Inc | added | 5 | +0.14 pp | Matrix +0.14 pp |
H HOGHarley-Davidson, Inc. | added | 5 | +0.88 pp | Oakmark +0.43 pp |
J JDJD.com, Inc. | added | 5 | +1.49 pp | Sequoia +1.22 pp |
P PEPPepsiCo, Inc. | added | 5 | -0.40 pp | Lindsell +0.35 pp |
S SNYSanofi | added | 5 | +1.18 pp | Semper +0.71 pp |
| UUNPUnion Pacific Corp. | added | 5 | +1.02 pp | Giverny +0.37 pp |
| 999998USDLiberty Global PLC Lilac - A | added | 5 | +0.35 pp | Soros +0.16 pp |
T TAT&T Inc. | added | 4 | +0.84 pp | Torray +0.64 pp |
A ALLThe Allstate Corporation | added | 4 | +1.98 pp | Appaloosa +1.83 pp |
E ELVElevance Health, Inc. | added | 4 | +0.38 pp | First Eagle +0.25 pp |
A ADPAutomatic Data Processing | added | 4 | +2.13 pp | Jensen +2.59 pp |
A AVTAvnet, Inc. | added | 4 | -0.10 pp | Brandes +0.02 pp |
B BIIBBiogen Inc. | added | 4 | +3.11 pp | Viking +3.04 pp |
K KMXCarMax Inc. | added | 4 | +0.16 pp | Oakmark +0.30 pp |
D DALDelta Air Lines, Inc. | added | 4 | -0.21 pp | Cooperman 0.00 pp |
D DEODiageo plc | added | 4 | +0.16 pp | Markel +0.14 pp |
T TVGrupo Televisa S.A. | added | 4 | +0.16 pp | Oakmark +0.29 pp |
I INTCIntel Corp | added | 4 | +0.38 pp | Torray +0.31 pp |
I IBMInternational Business Machines Corporation | added | 4 | +0.36 pp | Torray +0.34 pp |
| L—Linear Technology Group | added | 4 | +0.23 pp | Markel +0.14 pp |
N NOVNOV Inc. | added | 4 | +0.80 pp | Dodge & Cox +0.25 pp |
P PYPLPayPal Holdings, Inc. | added | 4 | +3.45 pp | Coatue +2.58 pp |
P PFEPfizer Inc. | added | 4 | +5.97 pp | Maverick +4.95 pp |
P PXGBXPraxair Inc | added | 4 | +0.03 pp | Markel +0.03 pp |
P PGProcter & Gamble Company | added | 4 | +0.15 pp | Matrix +0.12 pp |
U UTXZRTX Corporation | added | 4 | +0.47 pp | Davis +0.27 pp |
S SLBSLB Limited | added | 4 | +0.14 pp | PRIMECAP +0.06 pp |
S SCHWThe Charles Schwab Corporation | added | 4 | +0.47 pp | Egerton +0.38 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 4 | +0.03 pp | Baron +0.02 pp |
T TXNTexas Instruments Incorporated | added | 4 | +0.97 pp | Davis +0.62 pp |
| T—Twenty First Centy Fox Inc | added | 4 | +0.73 pp | Appaloosa +0.67 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | -3.44 pp | Maverick 0.00 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | +0.06 pp | Matrix +0.03 pp |
A ACTAllergan PLC | added | 4 | +8.40 pp | Appaloosa +6.16 pp |
| MMSFTMicrosoft Corp | trimmed | 20 | -19.66 pp | Whale Rock -4.38 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | -9.08 pp | Third Point -2.29 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 15 | -6.18 pp | Coatue -1.60 pp |
| VVVISA Inc. | trimmed | 13 | -5.79 pp | Egerton -4.55 pp |
| AAAPLApple Inc. | trimmed | 12 | -14.91 pp | Tiger Global -6.28 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | +0.20 pp | Gates Trust -1.85 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 11 | -0.66 pp | Vulcan -0.97 pp |
| JJNJJohnson & Johnson | trimmed | 11 | -2.06 pp | Matrix -2.43 pp |
W WMTWalmart Inc. | trimmed | 11 | -1.83 pp | Tweedy -1.20 pp |
| OORCLOracle Corp | trimmed | 10 | +0.45 pp | Sound Shore -0.24 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 9 | -11.26 pp | Duquesne -8.72 pp |
| MMAMastercard Incorporated | trimmed | 9 | -0.91 pp | Akre -1.04 pp |
| PPEPPepsiCo, Inc. | trimmed | 9 | -1.32 pp | Yacktman -1.38 pp |
A ADBEAdobe Inc. | trimmed | 8 | -6.19 pp | Maverick -3.21 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | -1.02 pp | Duquesne -1.25 pp |
C CVXChevron Corporation | trimmed | 8 | +0.20 pp | Dodge & Cox 0.00 pp |
| CCMCSAComcast Corp | trimmed | 8 | +0.66 pp | Kahn 0.00 pp |
H HPEHewlett Packard Enterprise Company | trimmed | 8 | -0.10 pp | Atlantic -0.36 pp |
| PPFEPfizer Inc. | trimmed | 8 | +0.46 pp | Kahn -0.12 pp |
| PPGProcter & Gamble Company | trimmed | 8 | +0.76 pp | Jensen -0.04 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | -1.76 pp | Maverick -2.25 pp |